BTX

BlackRock Technology and Private Equity Term Trust

103 hedge funds and large institutions have $482M invested in BlackRock Technology and Private Equity Term Trust in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 18 closing their positions.

Holders
103
Holders Change
-2
Holders Change %
-1.9%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
17
Increased
34
Reduced
30
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OC
26
Oppenheimer & Co
New York
$1.95M 248,447 +24,887 +11%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$1.91M 243,370 +7,750 +3%
MC
28
Matisse Capital
Oregon
$1.65M 210,000
QL
29
Quarry LP
New York
$1.46M 185,579 +120,579 +186%
CHAM
30
Clear Harbor Asset Management
Connecticut
$1.4M 178,932 +178,932 New
WS
31
Wedbush Securities
California
$1.34M 170,477 +5,945 +4%
AA
32
AQR Arbitrage
Connecticut
$1.14M 144,665 -150,448 -51%
AAM
33
Advisors Asset Management
Colorado
$932K 118,716 -1,214 -1%
PAG
34
Private Advisor Group
New Jersey
$926K 113,466 +9,193 +9%
HI
35
HBK Investments
Texas
$917K 116,776 +116,776 New
GC
36
Guggenheim Capital
Illinois
$915K 116,599 -24,230 -17%
NW
37
NewEdge Wealth
Pennsylvania
$709K 90,364 -2,443 -3%
BI
38
Bulldog Investors
New Jersey
$676K 86,067 +86,067 New
CD
39
Chapin Davis
Maryland
$667K 84,985 +8,560 +11%
EP
40
EPIQ Partners
Minnesota
$660K 84,128 -24,714 -23%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$625K 79,558 +3,596 +5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$547K 69,629 -25,019 -26%
AGM
43
Alpine Global Management
New York
$476K 60,650 +60,650 New
EP
44
Eudaimonia Partners
Tennessee
$454K 57,824 +1,137 +2%
SPIA
45
Steward Partners Investment Advisory
New York
$424K 54,051
SIA
46
SkyView Investment Advisors
New Jersey
$393K 50,000
AWS
47
Atria Wealth Solutions
New York
$384K 48,900 -100 -0.2%
LFAS
48
Level Four Advisory Services
Texas
$344K 43,799 +28,760 +191%
BRWA
49
B. Riley Wealth Advisors
Florida
$316K 40,310 +3,949 +11%
VEA
50
Virtus ETF Advisers
New York
$312K 39,724 -6,373 -14%